《大行报告》花旗下调恒安(01044.HK)目标价至55.1元 评级「中性」
花旗发表报告表示,恒安国际(01044.HK)去年核心盈利以固定汇率计为按年升13%,低於该行预期9%,主因期内收入逊预期、毛利率下跌及推广成本上升所致。
报告引述公司管理层指,料今年纸巾业务回复正增长,而卫生巾及纸尿裤业务则温和增长,今年至今业务表现符预期。该行将其今明两年盈利预测下调8%至9%,目标价由62.9元降至55.1元,维持「中性」评级。
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